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Original filing (PDF)20251010113842NAL0007633249001
GOLF SUITES INC.
Form 5500
FILING_RECEIVED
GOLF SUITES INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~1486 bps in Sched C fees
Active participants
162
Accounts w/ balance
162
Plan assets (EOY)
$43K
Net assets (EOY)
$43K
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1486 bps in Schedule C fees — 841% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLF SUITES INC..
Plan sponsor
Name
GOLF SUITES INC.
EIN
83-2328048
Address
6909 MARSHA SHARP FWY · LUBBOCK, TX · 79407
Phone
(806) 368-8334
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RBMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $6K | — |
Investments
19 direct securities· $39K(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | — | — | — | $9K | 20.8% | |
| Schwab Total Stock Market Index Fund | — | — | — | $9K | 20.2% | |
| Fidelity International Index Fund | — | — | — | $6K | 14.4% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $3K | 5.9% | |
| Schwab International Equity ETF Fund | — | — | — | $2K | 4.7% | |
| Fidelity US Bond Index Fund | — | — | — | $1K | 3.3% | |
| Schwab US Aggregate Bond Index Fund | — | — | — | $1K | 3.2% | |
| Fidelity Long-term Treasury Bond Index Fund | — | — | — | $1K | 3.2% | |
| iShares Core S&P 500 ETF Fund | — | — | — | $1K | 3.0% | |
| iShares Core U.S. Aggregate Bond ETF Fund | — | — | — | $1K | 2.8% | |
| Schwab US Large-Cap Growth ETF Fund | — | — | — | $1K | 2.6% | |
| Vanguard Value Index ETF Fund | — | — | — | $1K | 2.4% | |
| Vanguard FTSE Emerging Markets Stock Index Fund | — | — | — | $871 | 2.0% | |
| Vanguard Mid-Cap Index ETF Fund | — | — | — | $631 | 1.5% | |
| iShares Core S&P Small-Cap ETF Fund | — | — | — | $395 | 0.9% | |
| Schwab US REIT ETF Fund | — | — | — | $211 | 0.5% | |
| iShares International Aggregate Bond ETF Fund | — | — | — | $133 | 0.3% | |
| Schwab Treasury Inflation Protected Secs Index Fund | — | — | — | $41 | <0.1% | |
| Vanguard Emerging Markets Bond Fund | — | — | — | $14 | <0.1% |
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